1,183 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 422 increasing their positions, 392 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,183
Holders Change
+7
Holders Change %
+0.6%
% of All Funds
18.93%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.42%
New
113
Increased
422
Reduced
392
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1101
Atwood & Palmer
Missouri
$18.6K
ST
1102
Sageworth Trust
Pennsylvania
$18.2K +$18.2K +317 New
HC
1103
Hoese & Co
Minnesota
$18.2K
BONH
1104
Bank of New Hampshire
New Hampshire
$17.8K
AT
1105
Avalon Trust
New Mexico
$17.6K +$17.6K +306 New
WIM
1106
WealthPlan Investment Management
Nebraska
$17.5K +$17.5K +304 New
ACM
1107
Antonetti Capital Management
Florida
$17.3K
SC
1108
Stephens Consulting
Michigan
$17.3K
Commonwealth Equity Services
1109
Commonwealth Equity Services
Massachusetts
$17K +$507 +8,783 +3%
CA
1110
Centerpoint Advisors
Massachusetts
$17K
UIA
1111
Ulland Investment Advisors
Minnesota
$17K
LF
1112
Lee Financial
Texas
$16.5K -$7.48K -130 -31%
AWM
1113
Atticus Wealth Management
Florida
$15.8K
2L
1114
25 LLC
Missouri
$15.4K +$15.4K +252 New
FRA
1115
Front Row Advisors
California
$15K -$5.94K -101 -28%
Allspring Global Investments
1116
Allspring Global Investments
North Carolina
$15K
KFS
1117
Kelly Financial Services
Massachusetts
$14.8K -$2.54K -44 -15%
RCM
1118
Raleigh Capital Management
North Carolina
$14.6K -$1.38K -24 -9%
PPWM
1119
PFG Private Wealth Management
Florida
$14.4K -$806 -14 -5%
NFSG
1120
Newbridge Financial Services Group
Florida
$14.4K
PP
1121
Pacifica Partners
Canada
$14.2K +$4.89K +81 +52%
OLVIG
1122
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K -$5.64K -98 -29%
CBT
1123
Central Bank & Trust
Kentucky
$13.2K
CWC
1124
Carolinas Wealth Consulting
North Carolina
$13.2K
CBT
1125
CoreFirst Bank & Trust
Kansas
$12.5K